Partners In Financial Planning Portfolio Stock Holdings
Partners In Financial Planning disclosed 122 stock positions valued at approximately $602.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 122
- Portfolio Value
- $602.9M
Holdings by Sector
Partners In Financial Planning Portfolio Holdings in Q1 2026
121 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 12.78% | 1,046,572 | +62,257 | +6.32% | $77,069,584 |
| VANGUARD INDEX FDS | VTV | Other | 10.00% | 307,188 | +2,311 | +0.76% | $60,270,353 |
| VANGUARD INDEX FDS | VUG | Other | 9.88% | 136,346 | +2,328 | +1.74% | $59,554,422 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 9.85% | 1,236,589 | +73,107 | +6.28% | $59,415,941 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.39% | 789,474 | +12,009 | +1.54% | $50,589,509 |
| VANGUARD BD INDEX FDS | BSV | Other | 6.21% | 477,374 | +11,945 | +2.57% | $37,430,882 |
| VANGUARD INDEX FDS | VBR | Other | 3.67% | 101,889 | +280 | +0.28% | $22,135,424 |
| VANGUARD INDEX FDS | VBK | Other | 3.35% | 66,835 | +789 | +1.19% | $20,201,003 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.74% | 305,861 | -1,402 | -0.46% | $16,531,764 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.56% | 105,728 | -928 | -0.87% | $15,414,150 |
| VANGUARD INDEX FDS | VNQ | Other | 2.32% | 157,522 | +1,786 | +1.15% | $13,969,287 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.20% | 289,975 | -431 | -0.15% | $13,237,373 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.96% | 236,605 | +6,419 | +2.79% | $11,804,088 |
| VANGUARD INDEX FDS | VTI | Other | 1.87% | 35,101 | -434 | -1.22% | $11,260,752 |
| ISHARES TR | SUB | Other | 1.81% | 102,201 | +1,961 | +1.96% | $10,884,421 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.34% | 97,374 | +3,540 | +3.77% | $8,057,698 |
| ISHARES TR | MUB | Other | 1.13% | 64,347 | +8,534 | +15.29% | $6,830,399 |
| VANGUARD INDEX FDS | VOO | Other | 1.08% | 10,919 | +344 | +3.25% | $6,524,549 |
| SPDR SER TR | SPYG | Other | 0.70% | 42,827 | -102 | -0.24% | $4,193,176 |
| VANGUARD INDEX FDS | VO | Other | 0.67% | 14,080 | -82 | -0.58% | $4,043,441 |
| SPDR SER TR | SPYV | Other | 0.66% | 70,158 | +193 | +0.28% | $3,969,512 |
| ISHARES TR | SCZ | Other | 0.65% | 49,851 | -537 | -1.07% | $3,908,820 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.55% | 71,261 | +2,894 | +4.23% | $3,342,857 |
| VANGUARD INDEX FDS | VXF | Other | 0.55% | 15,971 | +56 | +0.35% | $3,286,777 |
| ISHARES TR | IAGG | Other | 0.51% | 62,001 | +2,562 | +4.31% | $3,102,513 |
| SPDR SER TR | SLYV | Other | 0.50% | 31,721 | +332 | +1.06% | $3,000,140 |
| VANGUARD WELLINGTON FD | VFMF | Other | 0.50% | 19,332 | -314 | -1.60% | $2,997,893 |
| SPDR SER TR | SPAB | Other | 0.45% | 105,235 | +2,902 | +2.84% | $2,696,111 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.45% | 9,376 | - | - | $2,690,912 |
| VANGUARD INDEX FDS | VV | Other | 0.43% | 8,706 | +33 | +0.38% | $2,601,846 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 12,623 | - | - | $2,141,618 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.33% | 26,774 | -351 | -1.29% | $2,010,759 |
| SPDR SER TR | SLYG | Other | 0.30% | 18,690 | +19 | +0.10% | $1,805,871 |
| VANGUARD INDEX FDS | VB | Other | 0.29% | 6,715 | +13 | +0.19% | $1,758,769 |
| CHEVRON CORP | CVX | Energy | 0.26% | 7,633 | - | - | $1,579,364 |
| APPLE INC | AAPL | Technology | 0.26% | 6,146 | -395 | -6.04% | $1,559,749 |
| SPDR SER TR | SPTS | Other | 0.24% | 49,979 | -674 | -1.33% | $1,458,380 |
| VANGUARD STAR FDS | VXUS | Other | 0.24% | 18,531 | +14 | +0.08% | $1,428,918 |
| ISHARES TR | IWF | Other | 0.23% | 3,312 | - | - | $1,412,401 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.23% | 18,120 | +19 | +0.10% | $1,398,513 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.22% | 29,732 | -244 | -0.81% | $1,320,224 |
| ISHARES TR | LRGF | Other | 0.21% | 18,917 | -263 | -1.37% | $1,248,525 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.20% | 19,138 | +31 | +0.16% | $1,195,164 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 0.20% | 6,632 | -338 | -4.85% | $1,193,760 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 5,707 | -204 | -3.45% | $1,188,597 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.19% | 5,033 | - | - | $1,173,998 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 3,066 | +5 | +0.16% | $1,139,786 |
| ISHARES TR | EFA | Other | 0.18% | 11,183 | -476 | -4.08% | $1,086,169 |
| TEXAS PACIFIC LAND CORPORATION | TPL | Energy | 0.17% | 2,142 | - | - | $1,016,508 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 2,623 | +30 | +1.16% | $970,813 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.15% | 11,584 | - | - | $927,647 |
| ISHARES TR | IVV | Other | 0.15% | 1,417 | - | - | $925,553 |
| ISHARES TR | IWD | Other | 0.15% | 4,165 | +5 | +0.12% | $889,953 |
| GE VERNOVA INC | GEV | Utilities | 0.14% | 993 | +63 | +6.77% | $866,550 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.14% | 24,914 | +33 | +0.13% | $846,324 |
| ISHARES TR | IEFA | Other | 0.14% | 9,056 | - | - | $819,831 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.13% | 20,900 | +29 | +0.14% | $812,166 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.13% | 1,674 | - | - | $802,181 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 6,377 | +102 | +1.63% | $792,534 |
| TRUIST FINL CORP | TFC | Financial Services | 0.13% | 17,071 | +2,263 | +15.28% | $784,776 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 2,736 | +105 | +3.99% | $784,724 |
| NATIONAL BANKSHARES INC VA COM | NKSH | Financial Services | 0.13% | 21,431 | - | - | $780,297 |
| GE AEROSPACE | GE | Industrials | 0.13% | 2,746 | +160 | +6.19% | $779,333 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.13% | 15,960 | +15,960 | +100.00% | $764,978 |
| ALPHABET INC | GOOGL | Communication Services | 0.11% | 2,349 | +37 | +1.60% | $675,502 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.11% | 4,066 | - | - | $672,272 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 2,667 | +77 | +2.97% | $651,836 |
| CSX CORP | CSX | Industrials | 0.11% | 15,816 | - | - | $649,247 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.10% | 1,600 | - | - | $626,816 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.10% | 923 | +1 | +0.11% | $600,338 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.10% | 17,544 | +2,794 | +18.94% | $594,039 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.10% | 4,098 | +60 | +1.49% | $591,889 |
| ISHARES TR | AGG | Other | 0.09% | 5,714 | +6 | +0.11% | $567,183 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.09% | 2,399 | +49 | +2.09% | $566,801 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.08% | 14,362 | +1,804 | +14.37% | $503,253 |
| CORNING INC | GLW | Technology | 0.08% | 3,631 | - | - | $493,707 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.08% | 8,735 | +6 | +0.07% | $461,031 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.08% | 2,163 | - | - | $457,064 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.07% | 1,412 | -200 | -12.41% | $438,883 |
| ISHARES TR | IWS | Other | 0.07% | 2,916 | +2 | +0.07% | $425,022 |
| CVS HEALTH CORP | CVS | Healthcare | 0.07% | 5,888 | - | - | $422,876 |
| NIKE INC | NKE | Consumer Cyclical | 0.07% | 7,976 | - | - | $421,288 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.07% | 12,411 | +8 | +0.06% | $417,878 |
| UDR INC | UDR | Real Estate | 0.07% | 12,368 | - | - | $417,791 |
| ISHARES TR | IWP | Other | 0.07% | 3,205 | +1 | +0.03% | $410,563 |
| ISHARES TR | IJR | Other | 0.07% | 3,217 | +920 | +40.05% | $399,913 |
| ISHARES TR | IVW | Other | 0.07% | 3,509 | -88 | -2.45% | $396,944 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.06% | 13,904 | +13,904 | +100.00% | $387,226 |
| ISHARES TR | IJH | Other | 0.06% | 5,617 | +164 | +3.01% | $379,297 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.06% | 4,878 | +47 | +0.97% | $377,463 |
| DANAHER CORPORATION | DHR | Healthcare | 0.06% | 1,954 | +66 | +3.50% | $370,034 |
| META PLATFORMS INC | META | Communication Services | 0.06% | 624 | +7 | +1.13% | $357,009 |
| BROADCOM INC | AVGO | Technology | 0.06% | 1,112 | +1 | +0.09% | $344,175 |
| ISHARES TR | EEM | Other | 0.06% | 5,991 | -140 | -2.28% | $340,241 |
| VANGUARD INDEX FDS | VOT | Other | 0.06% | 1,316 | +3 | +0.23% | $338,555 |
| ISHARES TR | IQLT | Other | 0.05% | 7,096 | +7,096 | +100.00% | $328,048 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.05% | 8,100 | +8,100 | +100.00% | $315,564 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.05% | 13,387 | +93 | +0.70% | $310,837 |
| RTX CORPORATION | RTX | Industrials | 0.05% | 1,577 | - | - | $304,203 |
| WILLIAMS COS INC | WMB | Energy | 0.05% | 4,045 | - | - | $294,395 |